Summary
Overview
Work History
Skills
References
Timeline
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Jolene Craig

Meadow Lake,Saskatchewan

Summary

I started my career in Insurance May of 2010 receiving my CAIB designation in July of 2018. I am currently licensed with the Insurance Council of Saskatchewan and the Alberta Insurance Council.


I have experience with Microsoft word and excel. Strong customer service skills that include dealing with customer needs and complaints in a timely manner.

Overview

16
16
years of professional experience

Work History

Insurance Broker

Affinity Insurance Services
05.2010 - Current
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Calculated quotes and educated potential clients on insurance options.
  • Worked closely with team members to share knowledge about emerging trends in the industry while fostering a collaborative work environment.
  • Conducted annual reviews of existing policies to update information.
  • Collected premiums on or before effective date of coverage.
  • Accounts receivables/payables
  • Maintained office expiry lists
  • Assisted training office staff with rollout of new systems.
  • Mentored entry-level brokers.

1st Key Holder - Assistant Manager

Red Apple Store
07.2008 - 04.2010
  • Managed daily cash handling procedures, ensuring accuracy in transactions and preventing losses due to discrepancies.
  • Resolved customer complaints professionally, resulting in increased customer satisfaction and loyalty.
  • Oversaw store operations by counting cash drawers, reviewing equipment management, and supervising staff.
  • Swept and mopped floor, wiped windows and fixtures after closing to maintain organized and tidy store.
  • Assisted customers in locating specific items they were looking for quickly resulting in an increase of overall client satisfaction.
  • Assisted with team responsibilities by cleaning, managing cash registers, and product merchandising.
  • Engaged with customers to build rapport and promote long-term loyalty for increased sales.
  • Trained and supervised new employees to apply best practices in customer service and store operations.
  • Supported store operations during peak hours, effectively managing long queues and high volumes of customers.
  • Marked-down clearance items and relocated merchandise to proper store areas.
  • Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.

Skills

  • Proactive team player
  • Networking capabilities
  • Claims Handling
  • Personal lines insurance sales
  • Speciality lines insurance sales
  • Commercial and agro lines sales
  • Customer Service
  • Quotes and sales
  • Account Management
  • Client Relations
  • Policy Renewals
  • Client Account Management
  • Licensed Insurance Agent
  • Policy Knowledge
  • Upselling
  • New Agent Training
  • Policy Changes
  • Administrative Functions
  • Records Maintenance

References

Upon request

Timeline

Insurance Broker

Affinity Insurance Services
05.2010 - Current

1st Key Holder - Assistant Manager

Red Apple Store
07.2008 - 04.2010

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Jolene Craig